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Delta Financial Advisors’s Chevron CVX Stock Holding History

Delta Financial Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.56M Sell
26,895
-164
-0.6% -$29.9K 1.45% 19
2025
Q4 		$4.12M Buy
27,059
+760
+3% +$116K 1.07% 25
2025
Q3 		$4.08M Buy
26,299
+5,239
+25% +$811K 1.15% 26
2025
Q2 		$3.02M Buy
21,060
+1,043
+5% +$147K 1.06% 31
2025
Q1 		$3.35M Buy
20,017
+89
+0.4% +$13.9K 1.26% 26
2024
Q4 		$2.89M Buy
19,928
+7
+0% +$1.07K 1.07% 29
2024
Q3 		$2.93M Sell
19,921
-310
-2% -$46.1K 1.07% 32
2024
Q2 		$3.16M Buy
20,231
+4,921
+32% +$785K 1.23% 21
2024
Q1 		$2.42M Sell
15,310
-69
-0.4% -$10.4K 0.96% 36
2023
Q4 		$2.29M Sell
15,379
-170
-1% -$25.7K 0.99% 34
2023
Q3 		$2.62M Sell
15,549
-45
-0.3% -$7.27K 1.18% 27
2023
Q2 		$2.45M Sell
15,594
-59
-0.4% -$9.46K 1.08% 27
2023
Q1 		$2.55M Sell
15,653
-211
-1% -$35.4K 1.23% 23
2022
Q4 		$2.85M Buy
15,864
+31
+0.2% +$5.41K 1.38% 19
2022
Q3 		$2.27M Buy
15,833
+38
+0.2% +$5.79K 1.21% 23
2022
Q2 		$2.29M Sell
15,795
-257
-2% -$42.5K 1.14% 28
2022
Q1 		$2.61M Sell
16,052
-13
-0.1% -$1.86K 1.12% 26
2021
Q4 		$1.89M Buy
16,065
+54
+0.3% +$6.13K 0.77% 50
2021
Q3 		$1.62M Buy
16,011
+37
+0.2% +$3.69K 0.72% 52
2021
Q2 		$1.67M Sell
15,974
-168
-1% -$17.7K 0.74% 52
2021
Q1 		$1.69M Sell
16,142
-2,041
-11% -$199K 0.79% 49
2020
Q4 		$1.54M Sell
18,183
-6,442
-26% -$522K 0.77% 50
2020
Q3 		$1.77M Sell
24,625
-402
-2% -$33.8K 0.98% 38
2020
Q2 		$2.23M Sell
25,027
-461
-2% -$41.3K 1.31% 20
2020
Q1 		$1.85M Sell
25,488
-5,262
-17% -$520K 1.27% 25
2019
Q4 		$3.71M Sell
30,750
-339
-1% -$39.9K 1.45% 20
2019
Q3 		$3.69M Sell
31,089
-332
-1% -$40.3K 1.49% 18
2019
Q2 		$3.91M Buy
+31,421
New +$3.8M 1.61% 11

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Delta Financial Advisors's CVX Position: Q1 2026 in Review

Delta Financial Advisors reduced its Chevron (CVX) stake by 0.61% in Q1 2026, selling an estimated $29.9K and leaving 26,895 shares worth $5.56M. The position accounts for 1.45% of the portfolio, ranked #19.

Delta Financial Advisors first reported a position in CVX in Q2 2019 and has held it in 28 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Delta Financial Advisors held 26,895 shares of Chevron worth $5.56M as of Q1 2026.
  • Delta Financial Advisors sold 164 Chevron shares in Q1 2026, an estimated $29.9K.
  • Chevron made up 1.45% of Delta Financial Advisors's portfolio in Q1 2026, its #19 holding.
  • Delta Financial Advisors first reported a position in Chevron in Q2 2019 and has held it in 28 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.